Project Reports
Reports help you understand how your projects are performing. Track time, monitor budgets, measure progress, and share insights with stakeholders — all from your project data.
Accessing project reports
From a single project
Go to Projects and open your project
Click the Reports tab
Select the report type you want to view
From the Project Hub
Go to Project Hub
Click Reports in the navigation
View reports across all projects
Report types
Time reports
See how time is being spent:
What's included:
Total hours logged
Billable vs non-billable breakdown
Time by team member
Time by task
Daily/weekly/monthly trends
Use this to:
Track effort against estimates
Identify where time goes
Prepare client billing
Monitor team workload
Budget reports
Track financial performance:
What's included:
Budget vs actual spend
Time costs (hours × rate)
Expenses logged
Remaining budget
Projected final cost
Use this to:
Monitor budget utilisation
Identify overruns early
Report to stakeholders
Improve future estimates
Progress reports
Monitor project advancement:
What's included:
Task completion percentage
Milestones achieved
Overdue items
Upcoming deadlines
Status history
Use this to:
Track overall progress
Identify at-risk areas
Prepare status updates
Celebrate achievements
Team reports
Understand team contribution:
What's included:
Tasks assigned per person
Tasks completed per person
Time logged by team member
Workload distribution
Use this to:
Balance workloads
Recognise contributions
Identify capacity issues
Plan resourcing
Filtering reports
Narrow down your data:
Date range
This week
Last week
This month
Last month
Custom range
Team members
All team members
Specific individuals
Yourself only
Task status
All tasks
Active only
Completed only
Overdue
Project status
All projects
Active projects
Completed projects
Understanding report data
Time breakdowns
Billable time:
Hours that can be charged to clients
Multiplied by rate for dollar value
Feeds into invoicing
Non-billable time:
Internal work, admin, learning
Important for understanding true cost
Not charged to clients
Budget metrics
Budget utilisation:
Percentage of budget used
(Spent ÷ Budget) × 100
Burn rate:
How quickly budget is being consumed
Helps predict if you'll stay on budget
Projected total:
Estimated final cost based on current pace
Helps identify potential overruns early
Progress metrics
Completion percentage:
Tasks complete ÷ Total tasks
Shows overall progress
Velocity:
Tasks completed per time period
Indicates pace of work
Exporting reports
Share or analyse data externally:
Export options
Open the report
Click Export
Choose format:
- PDF — for sharing and printing - CSV — for spreadsheet analysis - Excel — formatted spreadsheet
Download the file
What's exported
All visible data
Applied filters
Charts and tables (PDF)
Raw data (CSV/Excel)
Sharing reports
Distribute insights to stakeholders:
Email reports
Generate the report
Click Share or Email
Enter recipient email addresses
Add a message if desired
Send
Scheduled reports
Set up automatic reporting:
Go to report settings
Click Schedule
Choose frequency (weekly, monthly)
Select recipients
Reports are sent automatically
Report links
Share a live view:
Click Get Link
Copy the report URL
Share with stakeholders
They see current data when they visit
Creating custom reports
Tailor reports to your needs:
Select metrics
Choose what to include:
Time data
Budget information
Task counts
Milestone status
Team activity
Set groupings
Organise data by:
Project
Team member
Date period
Task category
Status
Save report templates
Configure your report
Click Save as Template
Name your template
Access quickly in future
Using reports effectively
Regular reviews
Build reporting into your routine:
Weekly: time and progress check
Monthly: budget and team reports
Project end: full retrospective
Stakeholder communication
Use reports to:
Update clients on progress
Report to management
Support funding applications
Demonstrate value delivered
Continuous improvement
Learn from data:
Compare estimates to actuals
Identify patterns
Adjust future planning
Celebrate successes
Tips for project reporting
Review regularly — don't wait until project end
Share proactively — keep stakeholders informed
Look for patterns — data reveals trends
Act on insights — use reports to drive decisions
Keep it simple — focus on key metrics that matter
Reports turn project data into insights — review regularly to stay informed and improve over time.